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Hamilton Lane
HLNE

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
351
Financial Network Wealth Advisors
Utah
$1.68K -$1.25K -14 -40%
SFS
352
Sunrise Financial Services
Washington
$1.66K – – –
JWM
353
JPL Wealth Management
Colorado
$1.58K -$1.25K -14 -41%
HWP
354
Highline Wealth Partners
California
$1.58K +$1.78K +20 New
WA
355
WPG Advisers
Maryland
$1.1K +$1.16K +13 +1,300%
SGFG
356
Silver Grove Financial Group
New York
$1.02K +$1.16K +13 New
CI
357
CX Institutional
Indiana
$1K -$9.43K -106 -89%
JWA
358
JFS Wealth Advisors
Pennsylvania
$949 -$533 -6 -33%
AFG
359
Albion Financial Group
Utah
$946 -$1.51K -17 -59%
PWPS
360
Pinnacle Wealth Planning Services
Ohio
$867 +$267 +3 +38%
WETS
361
Wealth Enhancement Trust Services
South Dakota
$867 +$978 +11 New
QC
362
Quent Capital
New York
$788 +$89 +1 +11%
SWM
363
SHP Wealth Management
Massachusetts
$788 +$622 +7 +233%
MB
364
MidFirst Bank
Oklahoma
$709 – – –
MCM
365
Manchester Capital Management
Vermont
$631 – – –
ZBNA
366
Zions Bancorporation, National Association
Utah
$631 +$356 +4 +100%
RS
367
Rakuten Securities
Japan
$631 +$622 +7 +700%
BWL
368
Bogart Wealth LLC
Virginia
$473 -$356 -4 -40%
APFP
369
Action Point Financial Planning
Michigan
$473 +$533 +6 New
HFS
370
Hughes Financial Services
Virginia
$473 +$533 +6 New
SEP
371
Signature Equity Partners
Ohio
$473 +$533 +6 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$395 -$89 -1 -17%
HIA
373
HFM Investment Advisors
New Jersey
$316 +$356 +4 New
CCMI
374
Creative Capital Management Investments
California
$315 +$356 +4 New
CH
375
Cromwell Holdings
Wyoming
$238 -$356 -4 -57%
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